See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,316 | $171,865+35.8% | $149,718+55.8% | $147,584+58.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.01% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $23,819 | $6,275+279.6% | $5,445+337.5% | $4,876+388.5% |
| Participant deferral / active EE | $5,233 | $7,271-28.0% | $6,569-20.3% | $5,439-3.8% |
| Admin fee / account holder | $1,434 | $13,799-89.6% | $11,283-87.3% | $10,885-86.8% |